Executive briefing — Copilot for Higher-Ed Leaders (45–60 min)

Strategic case: Why now; embedded AI benefits vs institutional risks.

Scope & positioning: What Copilot covers; Graph permissions boundaries.

Licensing snapshot: Add-on pricing/eligibility; Copilot Chat note; confirm tenant specifics.

Data & governance: Purview, DLP, retention/audit; residency/Multi-Geo considerations.

Security & privacy: Enterprise protections; web grounding defaults; no training on tenant data.

Priority use cases: Teaching/learning, research admin, ops/IT knowledge and comms.

Adoption plan: Sponsors, champions, training plan, KPIs; 4–8-week pilot then scale.

Risk register: Data leakage, bias, over-reliance; mapped mitigations and owners.

Budget & ROI: Licence + change-mgmt costs; utilisation and outcome metrics.

References: Curated Microsoft Learn/Support links for follow-up.

1. AI with Microsoft Copilot Higher Education Workshop • 60–90 minutes Region: Trinidad & Tobago / Caribbean ORG LOGO

2. Why AI now? Generative AI → summarise, draft, analyse across M365 Benefits & risks: speed, bias, accuracy limits, disclosure ORG LOGO

3. What is Copilot? Copilot in M365 apps + Graph context Copilot vs Copilot Studio vs Designer (ecosystem overview) ORG LOGO

4. Licensing & Access (overview) Copilot for M365 add‑on ($30/user/mo) for qualifying SKUs Education: A3/A5 faculty eligible; Copilot Chat no‑cost with Entra ID ORG LOGO

5. Data, Security, & Governance Tenant boundaries & Graph permissions Purview labels/DLP; audit/eDiscovery; data residency ORG LOGO

6. Prompting Essentials Task → Context → Examples → Constraints → Evaluation Reusable patterns; safety & reproducibility ORG LOGO

7. Copilot in Word — Demo Draft from brief; rewrite; tone; cite sources; review ORG LOGO

8. Copilot in PowerPoint — Demo Outline → slides from doc → refine layouts Alt text and accessibility checks ORG LOGO

9. Copilot in Excel — Demo Summarise data; find trends; create chart Use the COPILOT() function (2025) ORG LOGO

10. Copilot in Outlook — Demo Summarise long thread; propose reply Meeting prep & schedule with Copilot ORG LOGO

11. Copilot in Teams — Demo Meeting recap; action items; chat/channel summary Know the 30‑day default window ORG LOGO

12. Edge/Browser Copilot Research with grounded citations Summarise web/PDFs; responsible browsing ORG LOGO

13. Copilot Studio (intro) Build a simple departmental copilot Guardrails: connectors, auth, logging ORG LOGO

14. Responsible AI & Academic Integrity Disclosure, attribution, bias mitigation Accessibility, copyright/fair use, content provenance ORG LOGO

15. Adoption Roadmap Sponsors, champions, training plan Policy checklist, KPIs, pilot→scale ORG LOGO

16. Higher‑Ed Use Cases Teaching & learning; research admin; IT ops Risks & mitigations per case ORG LOGO

17. Hands‑on Prompts (Workshop) 10 ready‑to‑try prompts per app Include ‘fail‑gracefully’ variants ORG LOGO

18. FAQ & Troubleshooting Access/licensing; data boundaries; quality issues Safe alternatives & escalation paths ORG LOGO

19. Key Takeaways Patterns over prompts; human‑in‑the‑loop Governance first; measure impact ORG LOGO

20. References & Further Reading Microsoft Learn / Support links QR and short URLs for handouts ORG LOGO

21. Hands‑on Prompts — Word Draft a 1‑page syllabus overview for [Course], tone: formal academic, include three learning outcomes, cite sources with links. Rewrite this paragraph for clarity and concision at a Grade 12 reading level; preserve bullet structure. Create a table that compares [Tool A] vs [Tool B] across criteria: features, cost, privacy. ORG LOGO

22. Hands‑on Prompts — PowerPoint Create a 10‑slide deck on [Topic] using this Word doc (/filename): include speaker notes and alt text suggestions. Add two slides that visualise these bullet points as a process diagram with clear labels. ORG LOGO

23. Hands‑on Prompts — Excel From this table, summarise key trends and outliers for the last 6 months and propose a chart type. Using the COPILOT() function, explain the variance between Budget and Actual for Q3 in cell C5. ORG LOGO

24. Hands‑on Prompts — Outlook Summarise this thread into 5 bullets and propose a neutral reply requesting a decision deadline. Draft a meeting invite that lists agenda, objectives, and required pre‑reads based on this email. ORG LOGO

25. Hands‑on Prompts — Teams From this meeting, list decisions, owners, and deadlines; flag any unresolved questions. Summarise the last 30 days of this channel for new team members; link to key files. ORG LOGO

26. References & Further Reading Microsoft. (2025). License options for Microsoft 365 Copilot. Microsoft Learn. Retrieved 2025-10-02, from https://learn.microsoft.com/en-us/copilot/microsoft-365/microsoft-365-copilot-licensing Microsoft. (2025). Microsoft 365 Copilot—Service description. Microsoft Learn. Retrieved 2025-10-02, from https://learn.microsoft.com/en-us/office365/servicedescriptions/office-365-platform-service-description/microsoft-365-copilot Microsoft. (2025). Data, privacy, and security for Microsoft 365 Copilot. Microsoft Learn. Retrieved 2025-10-02, from https://learn.microsoft.com/en-us/copilot/microsoft-365/microsoft-365-copilot-privacy Microsoft. (2025). Learn about sensitivity labels. Microsoft Learn. Retrieved 2025-10-02, from https://learn.microsoft.com/en-us/purview/sensitivity-labels Microsoft. (2025). Use Microsoft Purview to manage data security & compliance for AI agents. Microsoft Learn. Retrieved 2025-10-02, from https://learn.microsoft.com/en-us/purview/ai-m365-copilot Microsoft. (2025). Microsoft 365 data locations. Microsoft Learn. Retrieved 2025-10-02, from https://learn.microsoft.com/en-us/microsoft-365/enterprise/o365-data-locations Microsoft. (2025). Learn about the Data Location card. Microsoft Learn. Retrieved 2025-10-02, from https://learn.microsoft.com/en-us/microsoft-365/enterprise/m365-dr-data-location Microsoft. (2025). Use Copilot in Microsoft Teams meetings. Microsoft Support. Retrieved 2025-10-02, from https://support.microsoft.com/en-us/office/use-copilot-in-microsoft-teams-meetings-0bf9dd3c-96f7-44e2-8bb8-790bedf066b1 Microsoft. (2025). Use Copilot in Teams chat and channels. Microsoft Support. Retrieved 2025-10-02, from https://support.microsoft.com/en-us/office/use-copilot-in-microsoft-teams-chat-and-channels-cccccca2-9dc8-49a9-ab76-b1a8ee21486c Microsoft. (2025). Summarize an email thread with Copilot in Outlook. Microsoft Support. Retrieved 2025-10-02, from https://support.microsoft.com/en-us/office/summarize-an-email-thread-with-copilot-in-outlook-a79873f2-396b-46dc-b852-7fe5947ab640 Microsoft. (2025). Draft and add content with Copilot in Word. Microsoft Support. Retrieved 2025-10-02, from https://support.microsoft.com/en-us/office/draft-and-add-content-with-copilot-in-word-069c91f0-9e42-4c9a-bbce-fddf5d581541 Microsoft. (2025). Create a new presentation with Copilot in PowerPoint. Microsoft Support. Retrieved 2025-10-02, from https://support.microsoft.com/en-us/office/create-a-new-presentation-with-copilot-in-powerpoint-3222ee03-f5a4-4d27-8642-9c387ab4854d Microsoft. (2025). Getting started with Copilot in Microsoft Edge. Microsoft Support. Retrieved 2025-10-02, from https://support.microsoft.com/en-us/topic/getting-started-with-copilot-in-microsoft-edge-ab0153dc-ad31-4de6-899a-802223821a9d Microsoft. (2025). Copilot Chat in Edge—summarization behavior. Microsoft Learn. Retrieved 2025-10-02, from https://learn.microsoft.com/en-us/deployedge/edge-learnmore-copilot-page-summary-results Microsoft. (2025). Copilot Studio documentation. Microsoft Learn. Retrieved 2025-10-02, from https://learn.microsoft.com/en-us/microsoft-copilot-studio/ Microsoft. (2025). Transparency note for Microsoft 365 Copilot. Microsoft Learn. Retrieved 2025-10-02, from https://learn.microsoft.com/en-us/copilot/microsoft-365/microsoft-365-copilot-transparency-note Microsoft. (2025). Bring AI to your formulas with the COPILOT function in Excel. Microsoft Tech Community. Retrieved 2025-10-02, from https://techcommunity.microsoft.com/blog/microsoft365insiderblog/bring-ai-to-your-formulas-with-the-copilot-function-in-excel/4443487 Microsoft. (2024). Expanding Copilot for Microsoft 365 to businesses of all sizes. Microsoft 365 Blog. Retrieved 2025-10-02, from https://www.microsoft.com/en-us/microsoft-365/blog/2024/01/15/expanding-copilot-for-microsoft-365-to-businesses-of-all-sizes/ Reuters. (2025, Oct 1). Microsoft launches Microsoft 365 Premium for individuals. Retrieved 2025-10-02, from https://www.reuters.com/technology/microsoft-launches-ai-powered-365-premium-bundle-1999-per-month-2025-10-01/ ORG LOGO